LBTYK vs. UHAL
LBTYK (Liberty Global plc) and UHAL (U-Haul Holding Company) are both stocks. LBTYK operates in Entertainment (Communication Services), while UHAL operates in Rental & Leasing Services (Industrials). Over the past 10 years, LBTYK returned -4.12%/yr vs 5.91%/yr for UHAL. At a 0.33 correlation, their price movements are largely independent.
Performance
LBTYK vs. UHAL - Performance Comparison
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Returns By Period
In the year-to-date period, LBTYK achieves a -6.97% return, which is significantly lower than UHAL's 33.60% return. Over the past 10 years, LBTYK has underperformed UHAL with an annualized return of -4.12%, while UHAL has yielded a comparatively higher 5.91% annualized return.
LBTYK
- 1D
- -0.29%
- 1M
- -14.49%
- 6M
- -2.00%
- YTD
- -6.97%
- 1Y
- 0.10%
- 3Y*
- 1.44%
- 5Y*
- -5.80%
- 10Y*
- -4.12%
UHAL
- 1D
- 0.46%
- 1M
- 7.97%
- 6M
- 22.90%
- YTD
- 33.60%
- 1Y
- 8.79%
- 3Y*
- 5.01%
- 5Y*
- 2.94%
- 10Y*
- 5.91%
LBTYK vs. UHAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | -6.97% | -15.98% | 34.64% | -4.07% | -30.83% | 18.77% | 8.49% | 5.62% | -39.01% | 13.94% |
UHAL U-Haul Holding Company | 33.60% | -27.04% | -3.77% | 19.29% | -17.05% | 60.36% | 21.49% | 15.01% | -12.81% | 2.94% |
Correlation
The correlation between LBTYK and UHAL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2005 | 0.33 |
The correlation between LBTYK and UHAL shifts across timeframes, from 0.22 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LBTYK:
$3.47B
UHAL:
$13.17B
LBTYK:
-$15.21
UHAL:
$0.94
LBTYK:
0.74
UHAL:
2.19
LBTYK:
0.38
UHAL:
1.70
LBTYK:
$4.98B
UHAL:
$6.04B
LBTYK:
$885.70M
UHAL:
$5.79B
LBTYK:
$2.39B
UHAL:
$1.35B
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Return for Risk
LBTYK vs. UHAL — Risk / Return Rank
LBTYK
UHAL
LBTYK vs. UHAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYK) and U-Haul Holding Company (UHAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LBTYK | UHAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.08 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 0.24 | -0.37 |
| Martin ratioReturn relative to average drawdown | -0.29 | 0.51 | -0.80 |
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Drawdowns
LBTYK vs. UHAL - Drawdown Comparison
The maximum LBTYK drawdown since its inception was -78.54%, smaller than the maximum UHAL drawdown of -96.19%. Use the drawdown chart below to compare losses from any high point for LBTYK and UHAL.
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Drawdown Indicators
| LBTYK | UHAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.54% | -96.19% | +17.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.02% | -33.92% | +14.90% |
Max Drawdown (3Y)Largest decline over 3 years | -36.38% | -46.19% | +9.81% |
Max Drawdown (5Y)Largest decline over 5 years | -46.04% | -46.19% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -59.81% | -46.19% | -13.62% |
Current DrawdownCurrent decline from peak | -55.00% | -14.09% | -40.91% |
Average DrawdownAverage peak-to-trough decline | -30.57% | -28.59% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.18% | 16.26% | -8.08% |
Volatility
LBTYK vs. UHAL - Volatility Comparison
Liberty Global plc (LBTYK) has a higher volatility of 10.15% compared to U-Haul Holding Company (UHAL) at 7.16%. This indicates that LBTYK's price experiences larger fluctuations and is considered to be riskier than UHAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBTYK | UHAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.15% | 7.16% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 26.13% | 28.91% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.20% | 34.16% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.86% | 30.35% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.54% | 29.59% | +1.95% |
Dividends
LBTYK vs. UHAL - Dividend Comparison
Neither LBTYK nor UHAL has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.57% |
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.00% | 769.35% | 0.21% | 0.55% | 0.40% | 0.46% | 0.66% | 0.54% | 1.28% |
Financials
LBTYK vs. UHAL - Financials Comparison
This section allows you to compare key financial metrics between Liberty Global plc and U-Haul Holding Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
LBTYK and UHAL have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBTYK has higher volatility (10.15%) compared to UHAL (7.16%). In terms of maximum drawdown, LBTYK dropped -78.54% vs UHAL's -96.19%.
UHAL currently has the higher Sharpe Ratio (0.24 vs -0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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